-29.9%
INTU vs LPLA
+36.1%
-66.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.8% | -2.0% | -3.4% |
| 7D | +0.1% | +4.1% | -4.0% | -0.7% |
| 30D | +15.4% | -9.0% | +24.4% | +17.3% |
| 3M | +6.6% | -17.6% | +24.2% | +10.5% |
| 6M | -11.3% | -8.8% | -2.5% | -10.0% |
| YTD | -47.7% | -17.0% | -30.7% | -46.1% |
| 1Y | -47.0% | -20.4% | -26.6% | -44.9% |
| 3Y | -29.9% | +35.4% | -65.4% | -30.1% |
| All | -29.9% | +36.1% | -66.0% | -30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling